Customer Onboarding Specialist

Job Description

Role Overview: As a Customer Onboarding Specialist, you will play a crucial role in guiding potential partners through the process of becoming Mutual Fund Distributors (MFDs). Your primary responsibility will be to conduct 1-1 sessions with interested candidates, educating them about the mutual fund industry, the benefits of becoming an MFD, and the steps involved in the certification process. By providing clear insights and addressing their queries, you will help them understand the opportunity and encourage them to enroll in the free training program. Your role is essential in ensuring a smooth and engaging onboarding experience that sets candidates up for success in their MFD journey. Responsibilities: Educate potential partners on the advantages of becoming an MFD, including earning potential, career growth opportunities, and market demand Address queries related to the MFD certification process, regulatory requirements, and necessary qualifications Motivate and guide the partners toward completing their enrollment into the training program Provide end-to-end support to the partners throughout the onboarding journey until they register and obtain the ARN. Collaborate with internal teams to ensure a seamless onboarding experience Qualifications & Experience: Bachelor's degree in Finance, Business Administration, or a related field Strong communication and interpersonal skills 0 to 4 years prior experience in sales, onboarding, or customer support in the financial sector is a plus Fluent communication in Hindi and English